(via Above the Market) — In the world of financial advising, it’s crucial that advisors (and clients) are able to separate facts from beliefs. This article [and visual] addresses the difficulty in dealing with behavioral and cognitive bias.

(via Wealth Management .com) — #Blueleafing advisors reduce friction and add scalability to daily activities. Wealth Management offers a breakdown guide of an important one: how to come to your first meeting with a client fully prepared and strategized.

(via The Atlantic) — Perhaps this article can give you inspiration on how to help clients avoid common pitfalls. The Atlantic explores why the financial know-how of most Americans stinks. And is there a way to help them?